Ellis James Partners Ltd

Trainee IFA Administrator - London £25,000 - £28,000 Start your career in financial services with one of London's most respected advice firms. If you're organised, proactive, and looking to build a long-term career in wealth management - this is a brilliant first step. You'll join a friendly, supportive team where you'll learn the ropes from experienced administrators and advisers. The first four months will be office-based so you can get fully up to speed, then you'll move to a hybrid setup. Why this role You'll be the backbone of the client journey - helping with onboarding, valuations, and review packs while learning how the advice process works from start to finish. This is a team that genuinely values development. You'll get hands-on training, support with qualifications, and a clear path to grow in financial planning. What's different Full office-based onboarding (4 months), then 3 days in / 2 from home Clear structure and ongoing support from experienced mentors A respected Partner Practice known for developing talent Genuine progression opportunities in a growing team Your role What you'll be doing: Helping prepare documents and reports for client meetings Updating client information and records on the CRM system Assisting advisers with new business and fund transfers Managing email correspondence and handling client queries Supporting the wider team with day-to-day admin tasks Learning how to process investments, pensions, and protection business What you'll need Strong attention to detail and good organisational skills Confident communicator who enjoys working with people Eager to learn and build a career in financial planning Basic IT skills (Microsoft Office, email, etc.) A positive, reliable attitude. Perks & lifestyle Hybrid working after initial training period 25+ days holiday plus bank holidays Full training and support with professional qualifications Friendly, collaborative team environment Modern London office with great transport links Sound like you? If you're ready to kickstart your career in financial services and be part of a team that genuinely invests in your growth - we'd love to hear from you. Hit apply or drop us a message in confidence to find out more.

Client Relationship Manager Wealth Management Taunton £25,000 - £30,000 Full-time, Permanent About the Opportunity We re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team. This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam completion. In this role, you ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations. Key Responsibilities First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience. Case Management: Proactively manage client cases, supporting them throughout the application process. Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations. Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency. Team Collaboration: Assist Financial Consultants with client-related administration and coordination. General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks. What You ll Need to Succeed A desire to progress in a professional financial services environment. Excellent communication and interpersonal skills, with the ability to build trusted client relationships. Strong organisational abilities and the capacity to manage multiple tasks effectively. A proactive, solutions-focused mindset with a commitment to delivering outstanding service. Willingness to pursue industry qualifications and develop your expertise. What s on Offer? Career Development & Benefits: Annual bonus scheme. 30 days holiday plus bank holidays. Study support & funding to help you achieve industry qualifications. Pension scheme and sick pay. BUPA Employee Assistance Program and access to an onsite commercial gym. Birthday day off and regular company events. Opportunities to contribute to the firm s Charity Foundation. A positive, team-driven culture with clear career growth pathways. Why Apply? This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.

Financial Adviser Cheltenham £65,000 - £75,000 + Bonus Join a Cheltenham-based IFA is who is seeking an experienced Financial Adviser to join its small, professional team. The firm has an existing £31m AUM client bank , providing an immediate platform for an adviser who values long-term client relationships and high-quality advice. There is genuine flexibility around the remit - whether you prefer to focus on servicing the existing book, bring your own additional clients, or support further growth over the long term. The culture is client-first and relationship-led , with no volume pressure or sales-driven environment. Advice quality and suitability are the priority. The Role Take responsibility for an existing client bank of approximately 50-55 clients Provide holistic financial planning advice across pensions, investments, protection and wider planning Maintain long-term client relationships Conduct regular client reviews and deliver clear, compliant recommendations Work closely with in-house admin and paraplanning support Working Arrangements Hybrid role 2 days per week in the Cheltenham office Full administrative and paraplanning support in place About you Diploma in Financial Planning (Level 4) or equivalent Proven experience as a Financial Adviser Strong technical knowledge and sound judgement Client-focused, relationship-led approach This opportunity would suit an adviser seeking a stable, long-term role with autonomy, support, and a high-quality client base. Please reach out to Ellis Mears at EJP for a confidential chat and to discuss full details

Trainee Financial Planner - Client-Facing Development Role Worcestershire (within 30 mins of Worcester) £40,000-£45,000 + Bonus + Benefits + Hybrid From paraplanning to planning - your next step starts here. We're working with a highly respected, independent wealth management firm that's offering a rare opportunity for a technically strong paraplanner to step into a client-facing advisory role. This is a full-time, employed position working shoulder to shoulder with a senior Financial Planner and Director. You'll be mentored directly, attend client meetings, and gradually take on more responsibility as you build toward becoming a fully qualified Financial Planner. Why this role stands out: You'll work closely with an experienced adviser, supporting real complex client cases from day one. You'll attend meetings, contribute to advice delivery, and build your confidence in front of clients. You'll be supported through your journey to Chartered status, with structured development and full funding. What they're looking for: Level 4 qualified (RO1-RO6 or equivalent) - essential. Ideally working toward Chartered or keen to start. Strong technical foundation in financial planning - paraplanning or technical admin experience preferred. A confident communicator with a genuine interest in building long-term client relationships. Based within 30 minutes of Worcester, with flexibility to work from home, the office (Meriden), and client sites. What's on offer: Competitive salary + annual bonus (behaviour-linked). 8% employer pension contribution. Private medical insurance, income protection, and death-in-service cover. 35-hour week with flexible working. Full support for professional development and qualifications. If you're a paraplanner ready to step into advice, and want to do it with the right mentorship, structure, and support - this is the opportunity you've been waiting for.

Employed Financial Planner - London (Hybrid/Remote) Join a growing IFA seeking an ambitious Financial Adviser who is eager to build a client book with support from Director. Long-term growth and future equity shares available. This opportunity could be suited to : An experienced adviser seeking greater flexibility and equity potential. An adviser currently stuck in a servicing-only role who wants to build their own client book with greater reward. An self-employer adviser with a smaller book who wants a wider proposition and further develop. You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team. The Role Employed Financial Adviser, London-based, hybrid working model Base salary £65,000 (further flexibility for right candidate) Performance-related bonus linked directly to personal revenue generation Work alongside the principal adviser with administration and paraplanning already in place Fully holistic financial planning proposition Year 1 focused on learning and integration; Year 2 focused on building and growth Long-term opportunity for equity participation and succession planning Training and mentoring directly from the principal adviser (who has trained advisers previously) Access to wider support framework Ability to offer broader solutions and services beyond core product sets Bonus Structure Bonus is linked to total personal revenue and is uncapped. Increased percentages based on multiples of salary. (There is openness to refining the structure which can be negotiated). Client Bank Expectations No requirement to bring clients from day one, although beneficial. Ability to self-generate and network is important Practice will provide some referrals and lead flow Requirements Level 4 Diploma qualified as a minimum Ideally working toward Chartered status (full support available) Proven experience as a Financial Adviser Strong client relationship skills and true planning mindset Comfortable with both referrals and self-generation Long-term, ownership-focused outlook This is a perfect time to join an established adviser during a key period of growth. Please reach out to Ellis Mears at EJP for full details

Senior Bookkeeping Practice-Based Function Ownership Xero-Focused Salary: £28k-£33k Join a well-established accountancy practice as Bookkeeping Manager, taking full ownership of the bookkeeping function across a growing, multi-client portfolio. This is a senior, autonomous role, reporting directly to the Managing Director, with responsibility for ensuring accurate, compliant, and timely bookkeeping across the firm. You'll shape processes, drive efficiency, and be the go-to person for VAT, CIS, and bookkeeping matters The role Oversee bookkeeping across a portfolio of clients (primarily Xero, with some QuickBooks) Act as the main point of contact for bookkeeping, VAT, and CIS queries Prepare and review VAT and CIS returns Manage, support, and develop a small bookkeeping team Ensure accuracy, compliance, and timely delivery Assist with month-end and year-end processes Identify and implement process improvements This is an office-based role, with flexibility available once established. What they're looking for Minimum 2 years' bookkeeping experience (practice or multi-client environment preferred) Strong working knowledge of Xero (QuickBooks beneficial) Experience with VAT and CIS High attention to detail with strong organisational skills Confident communicator with clients and internal stakeholders Desirable (not essential) AAT Level 3+ or qualified by experience Previous experience mentoring or supervising others Additional details People-first culture with genuine investment in development Study support (financial + time during the working day) Annual salary reviews and bonus scheme Generous holiday allowance Access to a commercial gym Birthday day off BUPA Employee Assistance Programme Pension, sick pay, and strong community initiatives Regular company events and a collaborative working environment This role suits an experienced bookkeeper looking to step into ownership, leadership, and long-term progression, rather than remain purely transactional.

Experienced Financial Planner (Northampton / Hybrid) £75k base + negotiated commission (Initial Advice Fee & Ongoing Advice Fee) Take over (Apply online only) active clients Typical individual FUM £150k+ Step into a book that matters. Our client is a well established, growing advice firm with an Employee Ownership Trust (EOT) structure - everyone has a stake in long term success. They're hiring an Experienced Financial Planner to inherit a live client bank from a retiring adviser, with a phased handover and full support. The role Own a well established portfolio from day one; nurture and grow those relationships. Deliver holistic, face to face financial planning backed by a supportive ops team. Work closely with paraplanning/admin support on review packs, reports, and suitability letters. Collaborate across the practice; contribute to proposition and client experience. What's in it for you £75k base + negotiated commission (IAF / OAF). Paraplanning & admin support; efficient workflows and review prep. Progression to Senior/Manager as the practice scales; scope to hire a junior planner. Open to negotiation for standout candidates (bringing clients welcome, not essential). About you Level 4 Diploma (essential) with SPS; Chartered preferred. Proven in face to face client engagement and holistic planning. Based within 1 hour of Northampton; comfortable with hybrid field/office pattern. Relationship builder with the drive to deliver excellent client outcomes and lead as the practice grows. Why now This is more than "another adviser role." It's a genuine succession opportunity to own your book, shape the next phase of a people focused firm, and progress into senior leadership.

Experienced Financial Adviser Hybrid/Remote - Office based between Solihull and Coventry We are seeking an experienced Financial Adviser (2 years+) to join a highly regarded wealth firm based between Solihull and Coventry. The position offers genuine flexibility and a readymade client bank, with the option to join on either an employed or self-employed basis, and the ability to work remotely with occasional visits to the office. Structure Options: Employed: Basic salary: £50,000-£60,000 70% Initial Advice Fees (IAF) 50% Ongoing Advice Fees (OAF) Dedicated support via a pod structure Self-Employed: Monthly retainer 70% Initial Advice Fees (IAF) 50% Ongoing Advice Fees (OAF) Dedicated support via a pod structure Key Responsibilities: Manage and develop a portfolio of private clients, delivering high-quality financial planning and advice Leverage an existing client bank while actively growing it through referrals and new business activity Work collaboratively within a pod structure, benefiting from diary management, paraplanning, administration, marketing, and new business support Compensation and Benefits: Attractive fee-sharing terms (70% IAF, 50% OAF) across both options Access to an existing client bank Strong operational support to enhance client service and adviser productivity Remote working available from anywhere in the UK, with occasional team meetings This opportunity is ideal for an experienced adviser (minimum two years' experience) who is looking for strong infrastructure, and flexibility in how they work. If you are motivated to grow and develop within a respected practice, we would welcome an initial conversation.

Financial Adviser Employed London Stable salary. No threshold. 50% paid on all initial fees. Ready-made client bank. If you re looking for a role where you can grow your career without the stress of chasing leads or worrying about thresholds - this is it. This firm has created the kind of environment advisers actually want to work in: AUM ready and waiting (from £40m upwards depending on experience) Salary directly linked to AUM (£40k £100k+) 50% paid on all initial fees no thresholds to worry about Full admin + paraplanning support so you can focus on clients, not paperwork Tech that makes your job easier (FE Analytics, Voyant, CRM systems) Training and development to get you to Chartered (if you re not there already) What the role looks like: You ll be taking on an established client bank, building strong relationships, and helping people achieve their goals across investments, pensions, protection, estate planning and more. You ll review, advise, and grow both your clients portfolios and your own career. With ongoing referrals and lead generation support, plus the freedom to grow your own network, you ll have everything you need to succeed. What we re looking for: Level 4 Diploma as a minimum (CII/CISI) + SPS in place A few years experience advising, with confidence across pensions, investments + tax planning Someone client-focused, ethical, and motivated to keep developing Why this role? Because it gives you balance: security of a stable salary , upside from 50% of initial fees , and the backing of a team who want you to thrive.

Employed Financial Adviser - Trainee/Junior Manchester £30k-£40k base + bonuses Flexible working Leads provided This is the kind of role that gives you the best of both worlds: the stability of an employed contract plus training and the upside of serious bonus potential. Previous joiners are already hitting six-figure earnings. Whether you're a Paraplanner, Banker, Associate Adviser or someone who's already advising - if you've got your Level 4, this firm will back you to build a successful career. What you'll get: £30k-£40k base salary depending on experience Leads provided (12-16 per month) so you're not starting from scratch Just 1-2 self-generated leads per month expected Bonus structure that scales fast: 40% over £65k initial 50% over £85k initial 60% over £100k initial Hybrid working - no office requirement if you're out with clients Academy training + mentoring to sharpen your skills and get you to the next level A genuine career path (including routes into self-employed if you want it later) What the role looks like: You'll be building client relationships, delivering tailored advice, and helping people plan across pensions, investments, protection, and more. The firm will give you the platform, support, and leads to succeed - but you'll also bring your own entrepreneurial spark to keep growing. What we're looking for: Level 4 qualified (essential - CII/CISI) Some experience in advice, paraplanning, sales, banking or business development Confident communicator who can build trust quickly Self-starter who wants to push their career forward If you want a role that gives you stability, support, and the chance to scale into six-figures, this could be it. Let's have a confidential chat.